+425.5%
GS vs OPEN
-87.3%
+512.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.2% | -2.4% | +1.5% |
| 7D | -0.1% | -31.1% | +30.9% | +2.3% |
| 30D | +3.7% | -34.7% | +38.4% | +6.4% |
| 3M | -10.0% | -61.9% | +51.9% | -4.2% |
| 6M | -1.0% | -71.9% | +70.9% | +7.3% |
| YTD | +7.0% | -76.6% | +83.6% | +16.6% |
| 1Y | +16.6% | -83.9% | +100.5% | +29.9% |
| 3Y | +204.4% | -34.4% | +238.8% | +178.1% |
| 5Y | +160.0% | -93.9% | +254.0% | +154.6% |
| All | +425.5% | -87.3% | +512.8% | +380.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling